Institutional Ownership Ishares 0 5 Year High Yield CO (SHYG)
This table provides information about the institutional ownership of Ishares 0 5 Year High Yield CO (SHYG). We have compiled data on the 587 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $5.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
20
shares
|
$862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
18
shares
|
$775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
17
shares
|
$732
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15
shares
|
$646
0.0% of portfolio
|
Q2 2024
Reduced 93.02%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
15
shares
|
$646
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
13
shares
|
$560
0.0% of portfolio
|
Q4 2024
Reduced 96.11%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10
shares
|
$431
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
6
shares
|
$258
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
6
shares
|
$258
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
4
shares
|
$172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2
shares
|
$86
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
2
shares
|
$86
0.0% of portfolio
|
Q4 2024
Added 100.0%
|